Planning Coordinator

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Planning Coordinator

Ascend Planning & Consulting, LLC - Virginia (Falls Church)

Assist our consulting team with client activities including planning analysis, coordination of meetings, investment allocation reviews and business processing

Required Qualifications:

Strong knowledge of financial concepts and MS Office suite; strong communication skills; desire to work in a collaborative team environment.

Preferred Qualifications:

Completion of CFP credentials on desire to acquire this professional designation; having or willing to sit for the Series 7/SIE and Series 66 Securities licenses/exams. Fluency in Mandarin (Chinese) a plus.

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